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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,012,148 | $215,361+370.0% | $171,082+491.6% | $273,972+269.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 16.27% | 25.14%-8.9pp | 32.56%-16.3pp | 41.46%-25.2pp |
| Employer contribution / active EE | $27,945 | $4,967+462.6% | $4,002+598.3% | $4,869+474.0% |
| Participant deferral / active EE | $17,963 | $5,543+224.0% | $4,797+274.4% | $5,287+239.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |